Safe Harbor Family Capital, LLC

CIK
2065810
City
CHAPEL HILL
State / Country
NC

Top Portfolio Positions

38 positions · $15,620,795 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
7,086 $1,235,798 7.91%
AAPL
Apple Inc.
Technology
4,218 $1,070,486 6.85%
EQIX
Equinix Inc
Real Estate
1,011 $991,022 6.34%
MSFT
Microsoft Corp
Technology
2,527 $935,419 5.99%
PLD
Prologis, Inc.
Real Estate
6,342 $838,285 5.37%
VTR
Ventas, Inc.
Real Estate
7,961 $651,050 4.17%
AVGO
Broadcom Inc.
Technology
2,088 $646,256 4.14%
AMZN
Amazon Com Inc
Consumer Cyclical
2,619 $545,459 3.49%
DLR
Digital Realty Trust, Inc.
Real Estate
2,914 $525,131 3.36%
AMT
American Tower Corp /Ma/
Real Estate
2,864 $494,269 3.16%

Portfolio Trend

2 quarters · across all stocks

Holdings in FVR

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $180,271 11,653
2025-12-31 $171,998 11,653